Caris Charitable Trust II Dtd 09162004
Caris Charitable Trust II Dtd 09162004 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28.9M in total assets. In 2024, it awarded 7 grants totaling $3.0M. Net investment income was $2.8M.
Caris Charitable Trust II Dtd 09162004 at a glance
In short: Caris Charitable Trust II Dtd 09162004 gave $3.0M across 7 grants in 2024 (avg $431K), mostly in Arizona. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,015,241
- +16.7% vs 2023
- Grants made (2024)
- 7
- -12.5% vs 2023
- Average grant
- $430,749
- +33.4% vs 2023
- Median grant
- $252,000
- Total assets
- $28,949,728
- -3.5% vs 2023
- Primary geography
- Arizona (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Caris Charitable Trust II Dtd 09162004 funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Arizona State University Foundation ($1.1M). Together the top 7 received $3.0M.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was in the $100–250K range: 10 grants of 40 (25%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 7 itemized grants.
Cities
How Caris Charitable Trust II Dtd 09162004 gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
- In 2024 it paid out 187% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.1M (2020) to $3.0M (2024). In 2024 it made 7 grants totaling $3.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Arizona State University Foundation Tempe, AZ | General Support | $1,097,684 |
| Lowell Observatory Native American Flagstaff, AZ | General Support | $780,000 |
| Arizona Science Center Phoenix, AZ | General Support | $568,557 |
| Gila County Provisional Community Colleg Globe, AZ | General Support | $252,000 |
| Payson Unified School District Payson, AZ | General Support | $199,000 |
| Elevate Tutoring Mountain View, CA | General Support | $78,000 |
| Southern Arizona Research Science Tucson, AZ | General Support | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $28,949,728 | $2,935,924 | $3,534,339 | $3,015,241 | 7 | $3,436,964 | $2,820,019 | $1,841,478 |
| 2023 | $29,997,474 | $1,212,607 | $3,070,717 | $2,582,835 | 8 | $2,995,886 | $955,766 | $1,806,868 |
| 2022 | $31,802,622 | $-3,520 | $3,082,025 | $2,501,497 | 9 | $2,882,233 | $582,172 | $1,901,368 |
| 2021 | $34,885,033 | $7,442,884 | $3,323,233 | $2,856,635 | 9 | $3,246,755 | $2,253,488 | $1,997,840 |
| 2020 | $32,480,775 | $2,496,071 | $2,686,664 | $2,127,356 | 7 | — | $635,420 | $1,756,089 |
Under IRS private-foundation payout rules, Caris Charitable Trust II Dtd 09162004 reported a distributable amount of $1.8M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Caris Charitable Trust II Dtd 09162004's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Northern Trust Company
Trustee
Institutional Trustee → Trustee, 2021
On filings since 2020
40 hrs/week
$215K (2020) → $236K (2024)
Catherine Ann Caris
Director
On filings since 2021
1 hr/week
$126K (2021) → $128K (2024)
Sherry Cowan
Director
On filings since 2021
1 hr/week
$126K (2021) → $128K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $236K, to Northern Trust Company (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Caris Charitable Trust II Dtd 09162004
How much does Caris Charitable Trust II Dtd 09162004 give each year?
Caris Charitable Trust II Dtd 09162004 gave $3.0M across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.6M across 8 grants.
What is Caris Charitable Trust II Dtd 09162004's typical grant size?
Caris Charitable Trust II Dtd 09162004's median grant in 2024 was $252,000, and its average grant was $430,749, across 7 grants on its 2024 IRS Form 990-PF.
Where does Caris Charitable Trust II Dtd 09162004 give grants?
Caris Charitable Trust II Dtd 09162004 gives mostly in Arizona: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Caris Charitable Trust II Dtd 09162004 give general operating support?
Yes: 100% of Caris Charitable Trust II Dtd 09162004's 2024 grants with a stated purpose (7 of 7) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Caris Charitable Trust II Dtd 09162004's largest grantees?
Caris Charitable Trust II Dtd 09162004's largest 2024 grantees include Arizona State University Foundation ($1,097,684), Lowell Observatory Native American ($780,000) and Arizona Science Center ($568,557), according to its 2024 IRS Form 990-PF. Together they received 81% of its itemized 2024 grant dollars.
How large is Caris Charitable Trust II Dtd 09162004?
Caris Charitable Trust II Dtd 09162004 reported $28.9M in total assets on its 2024 IRS Form 990-PF. It paid out $3.4M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
What is Caris Charitable Trust II Dtd 09162004's EIN?
Caris Charitable Trust II Dtd 09162004's EIN (Employer Identification Number) is 82-3380217. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Caris Charitable Trust II Dtd 09162004 funds
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